russellO's current holdings are as follows:
Total dividends received: R7 824,84
Cash on hand (including dividends): R13,17 (0% of portfolio)
Total fees paid: R11 942,06
Net profit on share sales: -R42 192,65
Tax on profit (reflected on leaderboard): -R12 657,80
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
ADH | ADVTECH LTD | 6125 | 1626 | 1710 | 5.17% | R104 737,50 | 8.54% |
ADI | Adaptit Holdings Limited | 13027 | 1176 | 1511 | 28.49% | R196 837,97 | 16.05% |
ASC | Ascendis Health Ltd | 4821 | 2443 | 2400 | -1.76% | R115 704,00 | 9.43% |
ASHMID | Ashburton Mid Cap ETF | 13703 | 727 | 753 | 3.58% | R103 183,59 | 8.41% |
DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 3634 | 2855 | 2788 | -2.35% | R101 315,92 | 8.26% |
NFEMOM | NEWFUNDS EQUITY MOM ETF | 3621 | 2788 | 2690 | -3.52% | R97 404,90 | 7.94% |
RAFRES | eRAFI SA RESOURCE 20 | 5595 | 4259 | 3667 | -13.9% | R205 168,65 | 16.73% |
RLF | Rolfes Technology Hldgs | 43551 | 333 | 480 | 44.2% | R209 044,80 | 17.05% |
S32 | South32 Ltd | 3397 | 2662 | 2736 | 2.78% | R92 941,92 | 7.58% |
Total worth after tax: R1 239 010,21
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2016-05-17 17:06:01 | ADI | Adaptit Holdings Limited | 9500 | 1079 | R102 915,02 | |
2016-05-17 17:06:57 | BLU | BLUE LABEL TELECOMS LTD | 6247 | 1600 | R100 351,81 | |
2016-05-17 17:09:33 | CIL | Cons Infrastructure Grp | 3518 | 2845 | R100 487,45 | |
2016-05-17 17:11:08 | RLF | Rolfes Technology Hldgs | 17000 | 280 | R47 790,40 | |
2016-05-17 17:12:47 | SNV | Santova Logistics Ltd | 12377 | 396 | R49 208,97 | |
2016-05-17 17:16:13 | DBXUS | DB X-TRACKERS COL IN USA | 3195 | 3040 | R97 516,51 | |
2016-05-23 16:01:50 | RLF | Rolfes Technology Hldgs | -17000 | 270 | -R45 780,00 | |
2016-05-23 16:02:11 | CIL | Cons Infrastructure Grp | -3518 | 2727 | -R95 815,86 | |
2016-05-23 16:04:57 | NEP | NEW EUROPE PROP INV PLC | 766 | 18600 | R143 045,90 | |
2016-05-31 09:11:31 | BLU | BLUE LABEL TELECOMS LTD | -6247 | 1590 | -R99 207,30 | |
2016-05-31 09:14:25 | MRP | MR PRICE GROUP LTD | 532 | 18450 | R98 546,62 | |
2016-06-02 10:14:00 | ASHMID | Ashburton Mid Cap ETF | 13703 | 727 | R100 019,29 | |
2016-07-14 17:19:35 | SNV | Santova Logistics Ltd | 25840 | 395 | R102 476,27 | |
2016-07-15 09:36:34 | NEP | NEW EUROPE PROP INV PLC | -766 | 15740 | -R120 448,40 | |
2016-07-15 09:38:08 | ASC | Ascendis Health Ltd | 4821 | 2443 | R118 248,14 | |
2016-07-15 13:08:46 | DBXUS | DB X-TRACKERS COL IN USA | -3195 | 2988 | -R95 346,60 | |
2016-07-15 13:09:11 | RLF | Rolfes Technology Hldgs | 31217 | 302 | R94 652,44 | |
2016-08-02 11:22:56 | PTXTEN | PropTrax TEN | 4527 | 2200 | R99 992,38 | |
2016-08-31 15:04:57 | MRP | MR PRICE GROUP LTD | -532 | 21560 | -R114 579,20 | |
2016-08-31 15:05:23 | PTXTEN | PropTrax TEN | -4527 | 2100 | -R94 947,00 | |
2016-08-31 15:20:13 | RAFRES | eRAFI SA RESOURCE 20 | 2072 | 4995 | R103 910,39 | |
2016-08-31 15:23:22 | DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 3634 | 2855 | R104 165,70 | |
2016-09-01 09:44:10 | ADH | ADVTECH LTD | 6125 | 1626 | R99 990,87 | |
2016-10-04 16:00:47 | ADI | Adaptit Holdings Limited | 3527 | 1437 | R50 885,72 | |
2016-10-04 16:01:13 | RLF | Rolfes Technology Hldgs | 12334 | 411 | R50 895,51 | |
2016-10-07 12:18:47 | RAFRES | eRAFI SA RESOURCE 20 | -2072 | 4388 | -R90 799,36 | |
2016-10-07 12:19:09 | S32 | South32 Ltd | 3397 | 2662 | R90 789,85 | |
2016-11-09 20:35:39 | SNV | Santova Logistics Ltd | -38217 | 365 | -R139 372,05 | |
2016-11-09 20:37:25 | RAFRES | eRAFI SA RESOURCE 20 | 5595 | 4259 | R239 244,21 | |
2016-12-08 14:04:59 | NFEMOM | NEWFUNDS EQUITY MOM ETF | 3621 | 2788 | R101 357,29 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2016-06-17 | SNV | Santova Logistics Ltd | 12377 | 4.68 | R579,24 |
2016-06-17 | MRP | MR PRICE GROUP LTD | 532 | 356.15 | R1 894,72 |
2016-07-04 | ASHMID | Ashburton Mid Cap ETF | 13703 | 2.34 | R320,65 |
2016-09-06 | ADH | ADVTECH LTD | 6125 | 11.48 | R703,15 |
2016-09-13 | ADI | Adaptit Holdings Limited | 9500 | 11.39 | R1 082,05 |
2016-09-13 | BLU | BLUE LABEL TELECOMS LTD | 0 | 30.60 | R0,00 |
2016-09-28 | PTXTEN | PropTrax TEN | 0 | 27.53 | R0,00 |
2016-10-12 | ASHMID | Ashburton Mid Cap ETF | 13703 | 3.89 | R533,05 |
2016-10-25 | RLF | Rolfes Technology Hldgs | 43551 | 5.10 | R2 221,10 |
2016-11-29 | ASC | Ascendis Health Ltd | 4821 | 10.20 | R491,74 |
2016-12-06 | MRP | MR PRICE GROUP LTD | 0 | 193.97 | R0,00 |